13F HOLDINGS REPORT
Triple Frond Partners LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001454502-25-000011
Total Value
$917,968
Positions
11
Other Managers
1
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 385,178 | $199,503 | 21.73% |
| 2 | ALPHABET INC | GOOG | 550,874 | $134,165 | 14.62% |
| 3 | AMAZON.COM INC | AMZN | 540,451 | $118,667 | 12.93% |
| 4 | ASML HOLDING N V | ASMLF | 111,470 | $107,913 | 11.76% |
| 5 | TRANSDIGM GROUP INC | TDG | 56,964 | $75,080 | 8.18% |
| 6 | META PLATFORMS INC | META | 101,655 | $74,653 | 8.13% |
| 7 | LAM RESEARCH CORP | LRCX | 427,890 | $57,294 | 6.24% |
| 8 | CHARTER COMMUNICATIONS INC N | 16119P108 | 160,480 | $44,149 | 4.81% |
| 9 | ILLUMINA INC COM | ILMN | 390,600 | $37,095 | 4.04% |
| 10 | TRANSUNION COM | TRU | 430,470 | $36,065 | 3.93% |
| 11 | CCC INTELLIGENT SOLUTION HOLDINGS INC | CCC | 3,664,500 | $33,384 | 3.64% |